EP20: The Power Of Combining Infinite Banking and Real Estate Syndication
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Do you want to learn how to use Infinite banking as an AND asset for investing as well as a college education with a live example?
In this episode of Think Outside The Stocks, I want to share my personal journey and strategy for implementing real estate syndications, passive investments, and the Infinite Banking strategy. I've gone through a transformation from being a passive investor to actively incorporating these strategies into my financial structure.
When I first started my investment journey, I began with rental real estate. However, I faced some challenges and felt that there had to be a more passive investment option out there. That's when I decided to explore syndicated real estate. I stumbled upon the concept of Infinite banking, and I immediately saw the potential it had for creating a structured financial strategy. Initially, I was skeptical about the idea of using life insurance in this way. I evaluated and realized its merits before I implemented it. I believed in it so much that I made it my mission to educate others and help them implement it in a customizable way.
Providing education first became a top priority for me, in this episode I continue the listener’s journey to illustrate how I have put Infinite Banking and Syndicated real estate strategies together to use in my family’s financial structure. I also explain how I harness the growth of expenses and use Infinite Banking for college education while investing the same dollar, a true AND asset. Instead of directly paying for my daughter's college tuition,
I want to emphasize that my strategy is not investment advice. It's simply an example of how I personally implemented these concepts in my financial structure. I encourage all the listeners to consult with their own advisors to tailor these strategies to their own financial goals and circumstances. Each individual's situation is unique, and it's essential to make decisions that align with your specific needs and aspirations.
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Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Chapters
1. Intro (00:00:00)
2. Let’s take a trip down memory lane (00:03:18)
3. How I did it for my own financial structure (00:08:48)
4. Build your Infinite Banking based on your intention (00:12:20)
5. Syndication investment, let’s talk more about this (00:19:48)
6. Reach out if you need more details about creating a structure for Infinite Banking or real estate syndication (00:26:31)
7. Outro (00:28:34)
44 episodes